Terri Maxwell

Visionary
DISC Type : Ds

CEO and President at Shift/Co

Dallas-Fort Worth Metroplex, United States

Overview

Terri Maxwell is an investor, business growth expert, and author focused on cultivating purpose-driven companies. As CEO of Share On Purpose and Shift/Co, she helps conscious entrepreneurs scale their businesses to make a positive impact. She holds an MBA from UT Dallas and is described by colleagues as inspirational, dedicated, and insightful.

Personality Overview

Risk Tolerant

Early Adopter

Objective Evaluator

They are very professional in their approach and can weigh multiple perspectives together.  Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Conscious Business
Her entire portfolio of companies is built around helping mission-driven or "conscious" businesses that aim to both do good and make money.
Entrepreneurial Growth
She created the Conscious Business Growth Platform™ and runs Shift/Co to provide entrepreneurs with the skills, resources, and coaching to scale their ventures.
Impact Investing
Through her Share On Purpose portfolio, she invests in and creates companies with innovative ideas designed to make the world better.

Media Appearances

1215 – Making the World Better with Shift/Co’s Terri Maxwell. Featured in Josh Elledge’s B2B Podcast (UpMyInfluence)

See Now

1215 – Making the World Better with Shift/Co's Terri Maxwell (Josh Elledge’s B2B Podcast). Featured in UpMyInfluence

See Now

Work History

7-2020
CEO and President at Shift/Co
2-2013
Chief Impactor (and Founder) at IGNITE on Purpose
1-2012
Chief Executive Officer at Promote On Purpose
6-2009
CEO and President at Share On Purpose
6-2009
CEO and Founder at Succeed On Purpose

Education

2002 - 2004
MBA from Naveen Jindal School of Management, UT Dallas
8-1983 - 6-1987
BS from Indiana University Southeast

More Information

Social Presence :

Prographics :

Exp : 35 Location : Dallas-Fort Worth Metroplex, United States Job Level : Leadership Designation : CEO and President at Shift/Co

Interested in

Lifestyle

Writing

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Insights For Selling To Terri

During A Call Or A Meeting

DO's

  • Let them know of potential risks but suggest mitigation methods alongside
  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Stick to your standard pitch and qualifying script, don't try to wing it

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Don't shy away from asking hard questions, but be extra polite
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Terri is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Terri

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Terri move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Terri take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Terri

Personality Compatibility


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